Don’t Sleep on This Solid-State Battery Small-Cap

Hello and welcome to the Tech Stock Insider, the twice-weekly newsletter covering the biggest opportunities in the tech world.

Today, we’ll look into the latest tech news, highlight some recent movers, and investigate an under-the-radar tech stock with potential.

Steady Performers (Sponsored)

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AI

AI Arms Race Escalates as Nvidia’s Blackwell Ultra Deploys First with Its Secret Weapon 

Nvidia (NASDAQ: NVDA) just made the next leap in the AI chip race.

CoreWeave, its strategic cloud partner, has become the first to commercially deploy Nvidia’s powerful new Blackwell Ultra processors commercially, beating out larger players like Amazon and Microsoft.

These chips are built to train massive AI models faster, and CoreWeave isn’t wasting time.

Each system rack includes 72 Blackwell Ultra GPUs and 36 Grace CPUs, assembled in the U.S. and liquid-cooled by Dell.

Nvidia says Blackwell can generate 50 percent more AI content than its predecessor.

For companies racing to build and deploy AI tools, that margin matters. This is not a routine upgrade. It is the start of a new hardware cycle.

The early launch also shows Nvidia’s growing influence across the AI infrastructure stack.

It’s not just about making the chips; it’s about placing them where real developers can use them first.

That hands-on access gives Nvidia a critical edge over rivals still waiting for shipment windows.

CoreWeave rents GPU capacity to research labs, model developers, and startups. Now equipped with the latest silicon, it gains a fresh advantage over hyperscalers.

Nvidia’s minority stake in the company strengthens that alignment.

Smartphones

Apple Staged a Surprise Comeback in China’s Cutthroat Market 

Apple (NASDAQ: AAPL) is finally seeing growth again in China after a two-year slump in iPhone sales.

In the second quarter of 2025, iPhone sales in China increased by 8% year-over-year.

This marks the first positive growth Apple has recorded in the region since the second quarter of 2023.

The turnaround was driven by aggressive discounting and trade-in deals timed to coincide with China's 618 shopping festival, one of the country's biggest online sales events.

Apple lowered prices on its iPhone 16 models and increased trade-in values, helping it regain the attention of local consumers.

This came as competition intensified, with Huawei making a surge back into the market.

Huawei's sales increased by 12% during the same period, placing it at the top of the leaderboard in terms of market share in China.

Apple now ranks third behind Huawei and Vivo. The rivalry has intensified as Chinese smartphone makers introduce new hardware and develop their homegrown chips.

Even with the pressure, Apple remains firmly in the game.

The company's latest sales figures suggest that it can still secure tactical wins in key global markets when timing and pricing are aligned.

Apple's performance in China is being closely watched as it navigates a complex mix of economic, political, and competitive headwinds.

This latest rebound gives the company something it has lacked in China for two years: momentum.

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Cybersecurity

Cisco’s VPNs Just Became a Hacker Hotspot After 399% Surge in Password Attacks 

Cisco (NASDAQ: CSCO) is under fresh scrutiny after a staggering 399% jump in password spray attacks on its ASA VPN systems.

While Microsoft 365 also saw a 21% increase, the spotlight is now firmly on Cisco’s legacy infrastructure as attackers shift tactics away from cloud authentication platforms.

This shift marks a critical warning for enterprises still relying heavily on traditional VPN frameworks.

Unlike brute-force attacks that repeatedly attempt to access a single account with multiple passwords, password spray campaigns test a single common password across multiple usernames, thereby sidestepping account lockouts and alert systems.

Cisco's ASA VPN solutions, despite widespread adoption, often lack the advanced detection and mitigation features that cloud services now deploy as standard.

Healthcare organizations are the primary targets, followed by sectors such as energy, insurance, retail, and education.

The United States is absorbing most of these attacks, but spillover has been observed in Canada, Brazil, and Australia.

For organizations still operating on Cisco’s ASA VPN stack, this is a wake-up call. Weak password policies and partial MFA rollouts leave a wide attack surface exposed.

Security teams are urged to deploy full-scale MFA, enforce stronger password hygiene, and upgrade monitoring systems immediately.

AI Stocks (Sponsored)

9 Underrated AI Stocks to Watch Right Now

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• A chip supplier poised to fuel U.S. AI manufacturing

• A cloud provider set to expand under new policy changes

• A data firm with potential government contracts on deck

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The early window on these opportunities may be closing — now’s the time to see what’s coming next.

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Everything Else

• Amazon’s deadweight, ad-supported streaming app Freevee is set to consolidate under its Prime Video umbrella.

• xAI bagged permits to run gas-powered turbines in a bid to expand its Grok supercomputer cluster.

• Tech IPOs are running hot, and the trend doesn’t seem to be slowing.

• Concessions in the ongoing China trade deal are boosting these tech stocks. 

• EVs and solar may be taking a hit, but big tech is benefiting from energy credits nonetheless.